Original filing (PDF)20251014103519NAL0005441458001

HEALTH RESOURCES OPTIMIZATION, INC.

Name: HEALTH RESOURCES OPTIMIZATION, INC. — HEALTH/ROI PENSION PLAN, Form 5500 (2024)
Creator: HEALTH RESOURCES OPTIMIZATION, INC.

Form 5500-SF

FILING_RECEIVED

HEALTH/ROI PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEALTH RESOURCES OPTIMIZATION, INC..

Plan sponsor

Name

HEALTH RESOURCES OPTIMIZATION, INC.

EIN

22-2977062

Address

344 MAIN STREET · METUCHEN, NJ · 08840

Phone

(732) 906-8700

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

LUNDY, INC.

LUNDY, INC. PROFIT SHARING PLAN

$6.1M · 20 participants

G2 CAPITAL ADVISORS, LLC

G2 CAPITAL ADVISORS, LLC 401(K) PLAN

$6.1M · 60 participants

DESIGNTECHNICA CORPORATION

DESIGNTECHNICA 401(K) PLAN

$6.1M · 54 participants

ONUR ULGEN, INC.

PRODUCTION MODELING CORPORATION 401(K) PROFIT SHARING PLAN

$6.1M · 64 participants

ALLEN BAILEY & ASSOCIATES, INC.

ALLEN BAILEY & ASSOCIATES, INC. 401K PLAN & TRUST

$6.1M · 6 participants